Small Companies and Trusts
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Just the annual tax return nothing else:
~ $900 per return
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A fixed fee to cover all your accounting needs:
~ Preparation and lodgement of the annual trust/company tax return
~ Annual financial statements and reports
~ Preparation of trust/company meeting minutes
~ Technical Xero support
~ Quarterly BAS lodgement
~ Advice throughout the year including calls and emails (limit one hour per quarter)
$900 / quarter
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A premium level of service to help take your business to the next level:
~ Preparation and lodgement of the annual tax return
~ Annual financial statements and reports
~ Trust distribution/dividend/directors meeting templates and advice
~ Technical Xero support
~ Quarterly BAS lodgement
~ Quarterly review
~ Up to 3 hours of advice throughout each quarter including calls, emails, and face to face meetings
~ Annual tax planning meeting
~ Preparation of budgets and forecasts
~ Payroll support
~ Assisting with letters and documents for mortgage applications
$550 per month